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DAFgiving360™

Maximize your charitable impact with the simple, tax-smart giving solution of a donor-advised fund (DAF) account. Offered by DAFgiving360™, an independent 501(c)(3) public charity, a DAF account may be used to support the causes that matter to you—now, or when your support is needed most.

Overview

What are the account fees and minimums?

  • DAF account minimums: $0 for a core account; $100,000 for a professionally managed account
  • For complete details, see account fees and minimums

What are the advantages of giving with a DAF account?

With this account, you can:

  • Realize same-year tax benefits on account contributions if you itemize deductions
  • Potentially eliminate capital gains tax on the contribution of appreciated non-cash assets1 held for more than one year
  • Invest account assets for potential growth that's tax-free, helping you have even more to give to charities
  • Recommend grants to charities when it is convenient and meets your charitable goals
  • Manage your giving online, right next to your Schwab brokerage accounts
  • Create a lasting charitable legacy with your giving and through a succession plan

Related questions

Have questions about a donor-advised fund account from DAFgiving360? Here are responses to some of the most common questions we hear. If you have a question about your specific situation that is not answered here, please call DAFgiving360 at 800-746-6216 or visit the DAFgiving360 website.

You can complete an account application online. Call DAFgiving360 at 800-746-6216 for assistance. Once the account is established, fund it with irrevocable, tax-smart contributions, recommend investments for the assets, and recommend grants of $50 or more to charity.

DAFgiving360 is an independent public charity. Subsidiaries of The Charles Schwab Corporation provide investment management, administrative, and recordkeeping services to DAFgiving360.

If your account balance is $100,000 or more, you may take advantage of a professionally managed account, which allows you to recommend an investment advisor to actively manage the assets of the account and invest in a broad range of securities, including individual stocks, bonds, and mutual funds. For more details, see Investment Options or call DAFgiving360 at 800-746-6216.

You can contribute cash and publicly traded securities, including stocks, most mutual fund shares, and bonds. DAFgiving360 also accepts other non-cash assets such as post-IPO stock, restricted stock, private business interests, real estate, cryptocurrency, life insurance, and private equity. By contributing non-cash assets to a charity, including a donor-advised fund, individuals generally do not pay capital gains tax on the sale of assets that have been held for more than one year, and this can increase the amount available for charity by up to 20% compared to selling the assets and donating the proceeds. Cash contributions must be made in U.S. dollars and delivered by check or wire only. Contribution forms are available online. For complete details, see Contribution Options or call DAFgiving360 at 800-746-6216.

You can recommend grants to more than 1.5 million IRS-approved public charities. Approved grants are for U.S.-based organizations that are recognized by the IRS as 501(c)(3) public charities. Your grant recommendation must comply with guidelines specified in DAFgiving360's Program Policies. You can research charities using the Explore Charities page of the DAFgiving360 website. Note: All grant recommendations are subject to approval by DAFgiving360.

Application Checklist

Here's what you need to open an account with DAFgiving360:

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